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ease
features
design
support

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Description

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

Description

CloudApper CRM is the most convenient app for managing relationships with potential and existing customers. It speeds up the process of capturing and qualifying business leads and keeps track of communications between the company's customers and potential customers. It improves business communication by synchronizing all customer queries, solutions, negotiations, and service requests in one place. Optimizes tasks and processes so that any member of the team can interact with customers to provide personalized service. The Web and Mobile App allow for quick and efficient sales activities and high response rates. Users can connect store and share details with potential customers by creating a new account or assigning a contact to an existing account. CRM introduced CRM-on the-go, enabling mobile apps for iOS and Android. The sales team now has more flexibility in reporting.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Pricing Details

$75 per month
Free Trial
Free Version

Pricing Details

$10 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BiznusSoft

Founded

2013

Country

United States

Website

www.biznussoft.com/field-service

Vendor Details

Company Name

CloudApper

Founded

2003

Country

United States

Website

cloudapper.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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